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Mid-level, metro role at a known financial firm with generalist client-management skills drives high competition.
Requires fund management and transfer-agent knowledge, limiting cross-industry transferability.
Explicit 3-5 years requirement plus domain-specific client onboarding expertise increases shortlisting strictness.
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Manage client-driven activities, processes, and outcomes aligned with client agreements and Columbia Threadneedle standards in the EMEA Client Management team.
Handle client onboarding, implementation, changes, and ongoing client queries ensuring accurate communication with internal teams and transfer agents.
Identify and deliver process improvements, support client projects, data analysis, governance controls, and client-related risk management.
3-5 years of experience in client service or client onboarding within financial institutions, preferably asset management.
Bachelor’s degree in Finance, Business Management, or equivalent.
Strong verbal and written English proficiency.
Work location requires in-office presence at least 3 days per week with 2 days WFH; timings 2:00 PM to 10:30 PM India time.
Experienced in asset management client servicing with clear understanding of fund management and administration processes.
Operationally strong with attention to detail in managing client data, complex requests, and multi-application workflows (Salesforce, Excel, Teams, Outlook).
Collaborative and able to liaise across teams to resolve issues and drive process improvements including automation efforts.